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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT
GSAT 54.13-7.2%Feb 5 3:59 PM EST
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To: Dennis Roth who wrote (11232)3/26/2000 2:06:00 PM
From: Drew Williams  Read Replies (1) of 29987
 
Dennis, everything you said is true. But . . . I think even Ericsson would be hard pressed to say what side they are on.

It is impossible for a big company like Ericsson to change focus overnight. Microsoft has done that better than anyone else in recent memory, but only because of the personal power of Chairman Bill.

Regardless of the decisions made at the top, Ericsson now has to deal with a lot of internal struggles between the old-guard GSM camps and those @#$$*&^$ Yankee CDMA upstarts who came along with Qualcomm's infrastructure business. They don't even speak a decent European language! The people who have standing within Ericsson all made their bones on GSM. The CDMA gang, sorry to say, are likely perceived, rightly or wrongly, as people who could not make their business pay for Qualcomm, necessitating the sale. Most of the GSM guys probably had their feelings hurt that management found it necessary to bring in outside talent at all. All in all, it looks to me like the typical mess following any merger or buyout.

So, I think it will be another year or two before all this plays out. In the meantime, Ericsson will continue to make their profits on GSM and not CDMA. Until that changes (soon I hope) it is hard to say Ericsson is on our side.
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